Adviser Intelligence secures multi-million funding deal

2 Jun 2016

Cloud-based financial planning software company Adviser Intelligence has announced a multi-million-dollar private funding and partnership arrangement with an investment technology firm.

The partnership and funding deal with Avocado Consulting will allow the "fast track expansion" of Adviser Intelligence's integrated advice and CRM services, according to the company's statement.

Commenting on the partnership, Adviser Intelligence chief executive Jacqui Henderson said: "We are delighted to have found in Avocado a partner with the right 'can do' cultural fit and which shares our vision of being a pre-eminent source of transformative financial advice technology.

A new kid on the block takes the planning software fight to XPLAN, Coin

1 Jul 2015

New home-grown financial planning software provider Adviser Intelligence claims it can help planners become up to four times more efficient – just as ASIC begins policing compliance with the controversial opt-in provisions.

It launches the first of its three major modules next week, starting with the Future of Financial Advice (FoFA) module. This will be followed by its separate insurance and investment components, which are timed to launch two weeks and four to six weeks later, respectively.

“The game plan has always been to create efficiencies within planning practices…with the administration and all the compliance reforms coming in, the administration gap is widening, there’s a lot more that advisers have to do,” says Jacqui Henderson, director of Adviser Intelligence.